Why Are Some Modules Unavailable While Creating A Report?

[Zoho CRM] Why Are Some Modules Unavailable While Creating A Report?

Reports can be created for standard and custom modules. There are two main reasons why modules may not be visible while creating reports:
  1. Your administrator has restricted access to the module. 
    To enable access to those modules: 
    1. Log in to Zoho CRM with administrative privileges.

    2. Navigate to Setup > Customization > Modules and Fields.

    3. Click the more icon next to the desired module. 

    4. Click Module permissions.

    5. Select the profile that needs access to that module.

    6. Click Save.

  2. The module has been disabled by your administrator. 
    Disabled modules will not appear in the list of modules available while creating a report. For instance, if you want to create reports for Accounts, you need to ensure that the Accounts module is enabled. To enable any module, 

    1. Log in to Zoho CRM with administrative privileges.

    2. Go to Set Up > Customization > Modules and Fields.

    3. In the List of Modules page, click Organize Modules.

    4. Select the module that you want to enable.

    5. Click Save.

Now you can find the module in the list of available modules for creating reports. 

    • Related Articles

    • [Zoho CRM] Creating A Lead

      Leads in Zoho CRM can be created in several ways; Direct creation Import Social media connection (Facebook and Twitter) Zoho Mail integration Zoho Cliq (website ) integration To create directly, click on the '+' icon at the top right of the screen. ...
    • [Zoho CRM] Cannot integrate with Zoho Campaign? "Organization already integrated"?

      Zoho CRM cannot be integrated with Marketing Automation and Zoho Campaign at the same time. To enable Zoho Campaign-Zoho CRM integration, the organization has to disable the existing integration from Marketing Hub to Zoho CRM first; and vice versa if ...
    • [Zoho CRM] How to Mail Merge and save as individual files

      How to Mail Merge and save as individual files in Zoho CRM There are times when you need to save your mail merge file first before sending it out. Let me show you how it can be done.  1. Go to the required module 2. Select the record 3. Click the 3 ...
    • [Zoho CRM] How to create a function for mass action button?

      In the function you are about to write, you can edit the Arguments. Let's say for example we're dealing with the Deals module, then what you want to do is add an argument mapping to the Deal ID field. I would suggest putting the mapping value as a ...
    • [Zoho Desk] How To Generate Report On Total User Signed Up in Portal

      In Zoho Desk, you can create a customize report using Reports module. 1. Go to Reports module>Click On Report 2. Click the button 'Add Report' on the top right section 3. Choose Contact as the primary module and no need for any related modules 4. ...